GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.02M
3
+$753K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$674K
5
USB icon
US Bancorp
USB
+$473K

Top Sells

1
+$1.35M
2
+$239K
3
+$232K
4
YUM icon
Yum! Brands
YUM
+$221K
5
AFL icon
Aflac
AFL
+$211K

Sector Composition

1 Technology 10.15%
2 Financials 7.31%
3 Industrials 7.22%
4 Healthcare 6.93%
5 Energy 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$933K 0.28%
21,222
+810
102
$927K 0.27%
10,980
103
$920K 0.27%
16,441
+5
104
$899K 0.27%
36,522
105
$897K 0.26%
7,639
+2
106
$852K 0.25%
16,421
+2,296
107
$852K 0.25%
15,141
+1,205
108
$823K 0.24%
11,199
109
$819K 0.24%
16,135
+346
110
$818K 0.24%
4,808
+1,613
111
$817K 0.24%
13,040
-2,523
112
$817K 0.24%
20,123
113
$814K 0.24%
9,723
+602
114
$802K 0.24%
10,962
115
$791K 0.23%
35,232
+797
116
$785K 0.23%
13,052
-156
117
$784K 0.23%
22,348
+1,574
118
$783K 0.23%
12,637
+454
119
$767K 0.23%
3,871
+103
120
$762K 0.22%
12,177
-170
121
$754K 0.22%
7,671
+1,012
122
$746K 0.22%
76,703
+3,555
123
$745K 0.22%
31,244
+974
124
$743K 0.22%
10,098
+3
125
$729K 0.21%
14,570
3 4
5
6 7